Original filing (PDF)20251014145403NAL0003207649001

DON BARRETT, P.A.

Name: DON BARRETT, P.A. — 401K EMPLOYEE RETIREMENT PLAN, Form 5500 (2024)
Creator: DON BARRETT, P.A.

Form 5500-SF

FILING_RECEIVED

401K EMPLOYEE RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DON BARRETT, P.A..

Plan sponsor

Name

DON BARRETT, P.A.

EIN

32-0189271

Address

P.O. BOX 927 · LEXINGTON, MS · 39095

Phone

(662) 834-2376

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

RETIREMENT PLAN SERVICES, LLC

EIN

45-2557054

City

FLOWOOD, MS

Phone

(601) 919-1023

Plan characteristics

Plan number

005

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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